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Gifts of stock Or mutual FundsContributing appreciated securities to the ASFI Foundation Gifts of long term appreciated stock or mutual fund shares are an easy way to make a lasting contribution to
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Gifts of stock are transfers of ownership of shares in a company.
Individuals who have transferred ownership of stock are required to file gifts of stock.
You can fill out gifts of stock by completing the appropriate tax forms and reporting the transfer of ownership.
The purpose of gifts of stock is to report the transfer of ownership and the value of the stock for tax purposes.
The information reported on gifts of stock includes the value of the stock transferred, details of the transfer, and the names of the parties involved.
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